Systems and Data Specialist

Strategic Resource Associate, Pipeline Coordinator

The Strategic Resource Associate (SRA), Pipeline Coordinator is a member of the CNC SRM team and has a direct impact on the success of HUB’s sales organization. The Pipeline Coordinator ensures the accuracy and effectiveness of the regional sales pipeline by leading pipeline reviews, tracking opportunity data, and collaborating with the VP Sales Operations & Client Strategies and Chief Sales Officer to provide actionable insights on deal progression. This role maintains data quality in HUB’s CRM platform, CORE, and addresses data gaps to ensure alignment with regional sales goals. The Pipeline Coordinator also supports our executive team in Mergers and Acquisition (M&A) efforts by managing M&A pipeline and performing ongoing agency research to align with HUBs M&A strategy. This is an exciting role for someone who is interested in sales operations and has a desire to learn and grow.

Scope of Responsibilities:

• Support monthly pipeline review meetings with producers to ensure accuracy and completeness of pipeline information in HUB’s CRM, CORE
• Support data integrity of CORE, ensuring all necessary fields are consistently and accurately updated.  Perform regular audits to ensure all pipeline data reflects reality
• Work with VP Sales Operations & Client Strategies and Strategic Resource Manager on all reporting and insight needs
• Utilize Excel, PowerPoint, or PowerBi to organize and display data as needed by leadership – Intermediate Level Skills Required
• Partner with producers, field marketing, and others to support marketing and lead generation initiatives
• Act as a primary point of contact and regional expert on CORE
• Update and manage lead list
• Identify and research competitor agencies as prospects
• Work with SRM, executive leadership, and others regarding data needed for new producer and M&A onboarding efforts and data imports CORE
• Ability to develop and execute vertically driven sales campaigns based on Producer’s needs
• Assist with development of scrubbed lead lists, RFPs, capabilities presentations, benchmarking reports, premium volume stats, and sell sheets
• Assists with company special events, including sales conferences, trade shows, sales contests
• Interacts with corporate Marketing & Communications in the creation of and execution of advertisements, email blasts, and enhancement of Producer social media presence
• Act as a primary point of contact for CNC sales team on all sales tools and resource needs
• Other responsibilities may include:
  • Provide document/logistical support for various meetings and summits.
  • Other responsibilities could be assigned by Manager.

Desired Skills & Experience:

• High School diploma or equivalent; AA and/or college degree preferred
• Required 1-2 years of relevant experience
• Desire to be part of a team that facilitates the success of HUB’s sales team
• Ability to effectively communicate and collaborate with producers and executive leadership
• High attention to detail with the ability to accurately support databases
• Experience or familiarity with CRM tools, such as Microsoft Dynamics a plus (not required)
• Exceptional communicator with customers, sales teams, and technical resources
• Creative critical thinker and problem solver, breaking complex issues into simple solutions
• Competent and comfortable with technology; demonstrated proficiency with computer systems, including but not limited to Microsoft Office
• Comfortable working in a fast-paced setting, with proven ability to take initiative
• Ability to work in a cross functional team environment
• Strong interpersonal skills

Position Type: Full-Time/Regular

Department Sales Operations

Required Travel: Negligible - Travel is dependent on the needs and geographic spread of the HUB or HUB Region. On average, 10-25% domestic travel to offices within the HUB or region, and 1-2 trips to Chicago (Corporate) per year.

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: Associate degree (2-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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